Global Retirement Partners’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.23M | Sell |
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|
2025
Q2 | $1.53M | Buy |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $683K | Buy |
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|
2021
Q2 | $693K | Sell |
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|
2021
Q1 | $653K | Buy |
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|
2020
Q4 | $555K | Buy |
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|
2020
Q3 | $463K | Buy |
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|
2020
Q2 | $453K | Buy |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $607K | Buy |
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|
2019
Q3 | $467K | Buy |
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|
2019
Q2 | $369K | Sell |
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|
2019
Q1 | $383K | Buy |
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|
2018
Q4 | $287K | Buy |
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|
2018
Q3 | $282K | Buy |
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|
2018
Q2 | $245K | Buy |
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|
2018
Q1 | $45K | Buy |
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|
2017
Q4 | $44K | Buy |
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|
2017
Q3 | $27K | Buy |
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|
2017
Q2 | $23K | Buy |
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|
2017
Q1 | $8K | Buy |
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|
2016
Q4 | $5K | Buy |
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